Nvidia and Geopolitics Impact on Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 November 2024
⏱️ 37 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyNovember 21st, 2024
What would YOU like to hear about on Bloomberg? Help make shows like ours even better by taking our Bloomberg audience survey. (https://bit.ly/4eIFhe5)
Featuring:
- Jason Draho, Head: Americas Tactical Asset Allocation at UBS Financial Services, talks benign US growth and policy risks to markets in the coming Trump admin
- Wendy Schiller, professor at Brown University, discusses the latest DC headlines, the Trump transition, and the war in Ukraine
- Gene Munster, Managing Partner at Deepwater Asset Management, on Nvidia earnings and the outlook for AI
- Lisa Mateo on newspapers
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | Want to understand exactly how interest rate rises will impact your mortgage? |
| 0:07.2 | Or how New York City gets fresh produce? |
| 0:09.6 | Or exactly what on earth was going on over at FTX before the whole thing collapsed? |
| 0:14.6 | Twice a week, we sit down with the perfect guest to answer these sort of questions |
| 0:18.0 | and understand what's going on with the biggest stories in finance, economics, business, and markets. |
| 0:23.9 | I'm Tracy Alloway. |
| 0:25.0 | And I'm Joe Wisenthall. |
| 0:26.6 | And we are the hosts of Bloomberg's All Thoughts podcast. |
| 0:29.4 | Look us up wherever you get your podcasts. |
| 0:31.4 | The Odd Thoughts Podcast from Bloomberg. Bloomberg Audio Studios. |
| 0:42.6 | Podcasts, Radio News. |
| 0:49.4 | This is the Bloomberg Surveillance Podcasts. |
| 0:52.8 | Catch us live, weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 0:59.5 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:04.1 | Jason Draught joins us right now. |
| 1:06.5 | He's with UBS. |
| 1:07.8 | He's head of America's tactical asset. |
| 1:10.1 | Wow. |
| 1:12.8 | Worst job at UPS. It's like being in charge just was Frank. |
| 1:14.6 | Yep. |
| 1:15.4 | What are you tactically asset allocating |
| 1:18.5 | into 2025 with everything that's going on? |
... |
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